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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,139 | $183,627+19.3% | $155,602+40.8% | $145,978+50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.55% | 61.32%-28.8pp | 64.81%-32.3pp | 550.52%-518.0pp |
| Employer contribution / active EE | $69,000 | $5,316+1197.9% | $4,675+1375.9% | $4,662+1380.1% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,690+12.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |